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2 Righter Parkway Suite 100, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-11 |
| DE | RA | APPROVED | 2018-06-25 |
Branch Locations
2 Righter Parkway Suite 100, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Delaware | Newark | DE | 08/2008 | Present |
| Tfg Wealth Management, Llc | Newtown | PA | 07/2016 | 05/2018 |
| Benchmark Financial, Llc | Wilmington | DE | 05/2018 | Present |
UNIVERSITY OF DELAWARE; NON-INVESTMENT RELATED; 117 PURNELL HALL, NEWARK, DE 19716; STATE UNIVERSITY, NON-PROFIT EDUCATION, SCHOOL OF BUSINESS; DIRECTOR, LERNER COLLEGE TRADING CENTER; SINCE 8/2008; teaches three days a week from September to December and from February to May; RESPONSIBLE FOR INTEGRATING THE TRADING CENTER INTO THE BUSINESS SCHOOL CURRICULUM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-07 |
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